Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...

The brief landed in my inbox with all the usual components—objectives, timelines, deliverables and a healthy budget. By all standard measures, it was a straightforward assignment. Yet, something felt ...

Carl Rogers is known for developing client-centered therapy, the essence of which can be summed up in the idea that it is the client and not the therapist who knows best and what directions to go in.

Great results don’t always speak for themselves. In agency life, it’s often the conversations around the work – not just the work itself – that shape how clients perceive your value. Yet most teams ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...